Best Investors Account Sign in
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-23
CA RA APPROVED 2025-09-19
  • TX RA
    APPROVED
    Since 2025-10-23
  • CA RA
    APPROVED
    Since 2025-09-19

Branch Locations

16000 Los Gatos Boulevard, Los Gatos, CA 95032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Redwood City CA 05/2015 11/2016
Wells Fargo Bank Redwood City CA 04/2014 03/2018
Wells Fargo Clearing Services, Llc Redwood City CA 11/2016 03/2018
Fisher Investments Woodside CA 03/2018 09/2025
Morgan Stanley Los Gatos CA 09/2025 Present
Morgan Stanley Private Bank, N.A New York NY 03/2026 Present
  • 05/2015 → 11/2016
    Wells Fargo Advisors, Llc
    Redwood City, CA
  • 04/2014 → 03/2018
    Wells Fargo Bank
    Redwood City, CA
  • 11/2016 → 03/2018
    Wells Fargo Clearing Services, Llc
    Redwood City, CA
  • 03/2018 → 09/2025
    Woodside, CA
  • 09/2025 → Present
    Los Gatos, CA
  • 03/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-04-30
S65 Uniform Investment Adviser Law Examination 2018-05-14
  • S63 Uniform Securities Agent State Law Examination
    2025-04-30
  • S65 Uniform Investment Adviser Law Examination
    2018-05-14
Other Names
  • Ryan Michael Cole

View on SEC IAPD

More in Los Gatos, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor